Using TurboTax Premier Desktop, can't connect to Schwab to import

Forum|Forum|3 months ago
April 12, 2026
1 reply
95 views

I have have approved third-party connection within my Schwab account and I am still getting "cannot connect with Schwab, try again in a few hours". This has been going on for 2 days now.

I have tried 3 different browsers and disabled all virus and firewall capabilities.

When I try to connect to Schwab thru TT it can see my Schwab accounts and I am able to select which one I want to import, but when it gets to the importing point it just says "can't connect'.

Is there a file size limit I am running up against or is it something else? The PDF tax document in my Schwab account is 34,000 kb.

CatinaT1

Level 15

Helpful TurboTax Articles:

If you received a "Success" message but your data hasn't appeared in TurboTax, it is likely due to recent browser security updates regarding Local Network Access.

To fix this you need to allow TurboTax to securely retrieve your data through your browser settings:

Locate the View Site Information icon (the "tune" or "lock" icon) on the far left of your address bar, just before the URL.
Find Local Network Access in the dropdown menu.
Toggle the switch to ON.
Refresh the page and attempt your import again.

What do I do when my data isn't imported into TurboTax Desktop even though it says successful import in my browser?

If permissions aren't the issue, one of the following factors may be at play:

Brokerage Delays: While most forms arrive by January 31, many brokerages delay Consolidated 1099s (like the 1099-B) until mid-February due to complex reporting requirements.
Availability: Your brokerage must specifically "release" the import file to TurboTax. If it isn’t ready, we recommend checking back.
Connection Blocks: Active VPNs or aggressive Anti-Virus software can occasionally block the import feature between your bank and TurboTax. Try disabling them temporarily or switching to a different browser.

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